 阿斯麦ASML |
| 1.31% | 1.1% | $400.3万 | 2,012股 | $265.8万 | 2,012股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.93% | 0.55% | $284.3万 | 3,932股 | $133.6万 | 3,910股 | +22股+0.56% | 加仓 |
 泛林集团LRCX |
| 0.93% | 0.73% | $283.8万 | 6,550股 | $175.5万 | 8,214股 | -1,664股-20.26% | 减仓 |
 好事达ALL |
| 0.82% | 0.91% | $251.2万 | 1.1万股 | $218.9万 | 1.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.79% | 0.88% | $242.8万 | 1.2万股 | $211.6万 | 1.2万股 | 00.00% | 持仓不变 |
 爱迪生国际EIX |
| 0.72% | 0.75% | $220.4万 | 3.0万股 | $180.3万 | 2.5万股 | +4,972股+20.19% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.72% | 0.71% | $220.4万 | 1,112股 | $171.8万 | 1,246股 | -134股-10.75% | 减仓 |
 KROGER COMKR |
| 0.7% | 0.64% | $215.3万 | 3.9万股 | $153.5万 | 2.1万股 | +1.8万股+82.79% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.69% | 0.86% | $210.7万 | 8.6万股 | $206.6万 | 7.2万股 | +1.4万股+19.27% | 加仓 |
 通用动力GD |
| 0.68% | 0.61% | $209.6万 | 5,916股 | $147.4万 | 4,296股 | +1,620股+37.71% | 加仓 |
 百时美施贵宝BMY |
| 0.67% | 0.77% | $204.3万 | 3.5万股 | $186.7万 | 3.1万股 | +4,680股+15.20% | 加仓 |
 EMCOREME |
| 0.67% | 0.58% | $203.8万 | 2,456股 | $140.6万 | 1,904股 | +552股+28.99% | 加仓 |
 因赛特INCY |
| 0.66% | 0.63% | $202.8万 | 1.8万股 | $152.8万 | 1.6万股 | +1,654股+10.19% | 加仓 |
 纽蒙特NEM |
| 0.66% | 0.75% | $202.1万 | 2.2万股 | $181.5万 | 1.7万股 | +4,872股+29.06% | 加仓 |
 PAYPAL COMPYPL |
| 0.66% | 0.47% | $201.0万 | 4.7万股 | $113.2万 | 2.5万股 | +2.2万股+86.08% | 加仓 |
 美光科技MU |
| 0.65% | 0.28% | $199.5万 | 1,728股 | $68.9万 | 2,038股 | -310股-15.21% | 减仓 |
 ADOBE COMADBE |
| 0.65% | 0.8% | $199.0万 | 9,704股 | $193.6万 | 7,964股 | +1,740股+21.85% | 加仓 |
 AUTOLIVALV |
| 0.62% | 0.86% | $190.1万 | 1.6万股 | $208.0万 | 2.0万股 | -3,416股-17.27% | 减仓 |
 GSK SPONSORED ADRGSK |
| 0.61% | 0.81% | $185.4万 | 3.5万股 | $195.2万 | 3.5万股 | 00.00% | 持仓不变 |
 BOYD GAMINGBYD |
| 0.6% | 0.71% | $185.0万 | 2.1万股 | $172.1万 | 2.1万股 | 00.00% | 持仓不变 |
 仲量联行JLL |
| 0.6% | 0.6% | $184.2万 | 5,944股 | $144.9万 | 4,762股 | +1,182股+24.82% | 加仓 |
 FIRSTENERGY COMFE |
| 0.6% | 0.54% | $183.4万 | 3.9万股 | $130.4万 | 2.6万股 | +1.3万股+49.81% | 加仓 |
 CF INDSCF |
| 0.6% | 0.9% | $182.2万 | 1.7万股 | $218.5万 | 1.7万股 | 00.00% | 持仓不变 |
 ExelixisEXEL |
| 0.59% | 0.42% | $180.4万 | 3.3万股 | $102.6万 | 2.4万股 | +9,222股+38.54% | 加仓 |
| IINTERDIGITALIDCC |
| 0.59% | 0.79% | $179.3万 | 6,332股 | $191.2万 | 6,332股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.58% | 0.81% | $177.2万 | 1.4万股 | $195.5万 | 1.4万股 | 00.00% | 持仓不变 |
| CCINEMARKCNK |
| 0.58% | 0.66% | $176.6万 | 5.6万股 | $158.7万 | 5.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.57% | 0.65% | $174.9万 | 4,630股 | $158.0万 | 5,106股 | -476股-9.32% | 减仓 |
 飞塔FTNT |
| 0.57% | 0.38% | $173.2万 | 1.1万股 | $92.1万 | 1.1万股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.56% | 0.3% | $172.2万 | 2.4万股 | $72.4万 | 1.1万股 | +1.3万股+118.02% | 加仓 |
 CHUBB LIMITEDCB |
| 0.56% | 0.93% | $170.8万 | 5,012股 | $225.4万 | 6,916股 | -1,904股-27.53% | 减仓 |
 F5FFIV |
| 0.56% | 0.49% | $169.9万 | 4,084股 | $118.2万 | 4,084股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.54% | 0.67% | $165.6万 | 4,574股 | $160.9万 | 4,574股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.54% | 0.24% | $163.8万 | 5,636股 | $57.8万 | 1,676股 | +3,960股+236.28% | 加仓 |
 恩智浦NXPI |
| 0.53% | 0.24% | $163.0万 | 5,800股 | $58.0万 | 2,944股 | +2,856股+97.01% | 加仓 |
 森科能源SU |
| 0.52% | 0.95% | $158.0万 | 2.9万股 | $228.8万 | 3.5万股 | -5,200股-15.03% | 减仓 |
 TOROTTC |
| 0.52% | 0.25% | $157.7万 | 1.6万股 | $61.2万 | 6,552股 | +9,640股+147.13% | 加仓 |
 固安捷GWW |
| 0.51% | 0.37% | $156.4万 | 1,150股 | $89.2万 | 818股 | +332股+40.59% | 加仓 |
 RYDER SYSR |
| 0.5% | 0.5% | $154.2万 | 5,846股 | $119.7万 | 5,846股 | 00.00% | 持仓不变 |
 LOGITECH INTL SHSLOGI |
| 0.5% | 1.01% | $153.9万 | 1.6万股 | $243.8万 | 2.7万股 | -1.0万股-38.84% | 减仓 |
 EOG资源EOG |
| 0.5% | 0.7% | $151.6万 | 1.2万股 | $169.8万 | 1.2万股 | -58股-0.49% | 减仓 |
 福克斯FOXA |
| 0.49% | 0.56% | $150.6万 | 2.9万股 | $134.2万 | 2.3万股 | +5,892股+25.64% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.49% | 0.45% | $149.7万 | 1.9万股 | $108.3万 | 1.2万股 | +7,680股+66.28% | 加仓 |
 实耐宝SNA |
| 0.48% | 0.17% | $147.8万 | 3,674股 | $40.5万 | 1,116股 | +2,558股+229.21% | 加仓 |
 壳牌SHEL |
| 0.48% | 0.73% | $147.6万 | 1.9万股 | $177.1万 | 1.9万股 | 00.00% | 持仓不变 |
| SSANOFI SPONSORED ADRSNY |
| 0.48% | 0.69% | $147.5万 | 3.5万股 | $166.6万 | 3.5万股 | 00.00% | 持仓不变 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.48% | 0.55% | $145.5万 | 1.8万股 | $132.5万 | 1.6万股 | +1,556股+9.51% | 加仓 |
 ROSS STORES COMROST |
| 0.47% | 0.61% | $144.4万 | 6,782股 | $146.9万 | 6,782股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.47% | 0.13% | $144.0万 | 1.3万股 | $31.5万 | 2,656股 | +9,850股+370.86% | 加仓 |
 苹果AAPL |
| 0.47% | 0.67% | $142.8万 | 4,934股 | $161.8万 | 6,376股 | -1,442股-22.62% | 减仓 |
